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ToolJet/docs/versioned_docs/version-3.0.0-LTS/user-management/onboard-users/overview.md
Pratik Agrawal 1ba4a2ed88
[docs]: Platform Revamp (#11585) 
* Initial Structure Setup

* Add SMTP Configuration Content

* Add ToolJet Plan Content

* Update ToolJet Plan Docs

* Update SMȚP Configuration

* Add Organization Overview

* Update SMTP Cofig

* add licensing structure

* revert AppCard.jsx

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* Revert Changes

* Delete Extra File

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* tj deployment beta

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* Update Email Server Beta

* Update Overview

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* Update Licensing

* minor improvments

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* Update Self Hosted

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* Minor Updates and add Mailgun Screenshot

* Change beta folder structure and add sendgrid screenshot

* update setup tj folder

* Replicate changes to 3.0.0-LTS

* Add overview and onboard user structure in beta

* Add Overview for User Management and Access Control

* Add Invite User

* first draft - bulk invite, archive, self signup

* update: intance-workspace-whitelabelling

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* Add structure for authentication and rbac in beta

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* [WIP] Version Control

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* Delete Old Docs Beta

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* Update Home Page

* fix workspace login link

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* Deploy ToolJet

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Co-authored-by: PriteshKiri <pritesh.d.kiri@gmail.com>
2025-03-06 16:12:09 +05:30

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id title
overview Overview

ToolJet provides flexible options for onboarding users and a straightforward process for offboarding users when needed.

Onboarding Users

Users can be added to ToolJet either through an invitation or by signing up.

Inviting Users

Admin users can onboard users by sending invitations:

  • Individually: Send a personalized invitation to a single user by entering their email address. For detailed steps, refer to the Invite User guide.
  • In Bulk: Upload a CSV file containing user details to invite multiple users at once. For detailed steps, refer to the Bulk Invite Users guide.

Invited users will receive an email to join the ToolJet workspace.

User Sign-Up

Admin users can enable the sign-up feature, allowing users to register themselves. By sharing the login URL, users can create their accounts and join the workspace without needing an invitation. For more details, refer to the Sign-Up Users Guide.

Offboarding Users

To offboard users, admins can archive the user accounts. When archived, the user’s access to the workspace/instance is disabled while preserving their data.
Archived accounts can be unarchived at any time, restoring the user’s access and roles.